Customer Success Manager

At PitchBook, we are looking for a Customer Success Manager to support strategic accounts and work with a team to complete account-related requests and activities. The successful candidate will develop a deep knowledge of clients' industries and strategic business needs, and help optimize usage of the PitchBook platform.

Requirements

• Achieve retention and expansion goals measured quarterly
• Act as the go-to product expert for a dedicated portfolio of clients
• Onboard new clients, identify client goals, and conduct training sessions
• Proactively ensure client satisfaction and success throughout the client lifecycle
• Conduct formal business reviews with each client
• Serve as an advocate for clients by analyzing customer health and usage data
• Engage regularly with Account Managers to strategize on account retention and growth opportunities
• Use Catalyst and Tableau to effectively manage client relationships
• Work continuously to document the details of each client interaction in Catalyst
• Drive engagement with clients through personally crafted emails and/or marketing provided materials via Highspot
• Comprehend and demonstrate why and how each of our client types engages with our product and our data
• Support the vision and values of the company through role modeling and encouraging desired behaviors